See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,987 | $159,602-70.6% | $150,045-68.7% | $142,382-67.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 22.91% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,802 | $4,961-43.5% | $4,693-40.3% | $4,299-34.8% |
| Participant deferral / active EE | $10,985 | $8,310+32.2% | $7,997+37.4% | $6,507+68.8% |
| Admin fee / account holder | $168 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |